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20120928
20121006
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. i think the numbers are not actually accurate that the government projects there. but the last four months was remarkable because usually equities and growth, you know, merge together. sometimes equities anticipates it. sometimes it lags. but growth numbers keep falling. and yet the equity market keeps rising. i think the s&p is now -- should be thought of as a different sort of class of instrument used by investors around the world. i think now that the yield of the ten-year or of corporate credit, i think it hasn't been this tight since the '50s. and i think therefore if you look at it on a yield basis and if you believe that multinationals, leading multinational companies will have enough growth to have growth, and i think that's actually true, because global growth, from a consumer standpoint and spending is going to be positive, then in a way these equities are mispriced relative to, you know, the ten-year. >> so you're talking about the idea which we've seen in force, buying these larger stocks that have significant dividend yields, you think that's creating a new dynamic, tho
to start trading. >>> plus a live interview with the ceo. >> the third agency of government, i would do away with the education, the -- commerce and, let's see, i can't. the third one, i can't. sorry. oops. >> hear what texas governor rick perry is talking about tonight. >> announcer: these markets can be as unpredictable as the weather. one way to do that, carry an umbrella. now is your chance to win a stylish cnbc one signed by the "squawk on the street" gang. tweet your guess to our new twitter handle, @squawkstreet and nail the number. oh, yeah, you have to be at least 18 years of age to enter. sorry, kid. go to sots.cnbc.com. you have until this friday morning. ask me what it's like when my tempur-pedic moves. [ male announcer ] why not talk to someone who owns an adjustable version of the most highly recommended bed in america? ask me about my tempur advanced ergo. goes up. goes up. ask me what it's like to get a massage anytime you want. goes down. goes down. [ male announcer ] tempur-pedic brand owners are more satisfied than owners of any traditional mattress br
of a government-insured reverse mortgage. it will eliminate your monthly mortgage payments and give you tax-free cash from the equity in your home. and here's the best part -- you still own your home. take control of your retirement today. ♪ ♪ ♪ [ male announcer ] introducing a stunning work of technology. introducing the entirely new lexus es. and the first-ever es hybrid. this is the pursuit of perfection. >>> we missed him for the past couple days but he is back to close out the week in style, jim with his mad dash watching sysco and some people saying nice things. >> two firms saying nice things as i listen to tom and think about the google maps. morgan stanley and goldman both say, listen. it is going to be good. when you see this, when you see two different firms saying it, it no longer feels like like, hey, this is just six or a half dozen. this is like go buy the stock. we have two firms say it. stock is inexpensive. >> people are also talking about an era beyond chambers when he leaves. does that weigh on you or not? >> look, i think that when he left and chambers came in thi
continued growth in professions in business and also in local government, education, and more importantly in health care and those are areas that i know something about, i've been traveling around the country and we're seeing more investments in manufacturing and high-skilled labor areas and that's where you need to play the focus and we need congress to cooperate with us to make sure we can go. >> we can go through all of the talking points we do every month, madam secretary. congress needs to do more and i want to read you one tweet for jack welch who used to run general electric and a man who knows a bit about economic data is created and this is his tweet this morning, madam secretary. unbelievable jobs numbers. the chicago guys will do anything, can't debate, so change numbers. what do you say to him? >> i would say that i have the highest regard for our professionals that do the calculations in the bls. they are highly skilled economists trained in this area, and you have to look at two surveys that have been done. the payroll as well as household survey. you see where those two bit
essentially government-guaranteed debt. >> or shares of apple, which would also please a lot of people. >> it can't do that. >> i get that. thank you, steve. >>> as we kick off the first day of the fourth quarter, we have deutsche bank's top u.s. equity strategist here on how to best navigate the markets, sitting at session highs right now. joined now by david bianco on post 9. >> thank you. >> you're actually skeptical, which i was surprised by. you have been a noted bear on wall street. but now you see that there could perhaps be headwinds when it comes to third-quarter earnings? >> i've been bullish during darkest hours of this market the past couple of years. the reason i'm cautious, i'mall quarter, we've seen a deterioration in export activity, investment spending and manufacturing activity that has something to do with the fiscal cliff uncertainty. certainly has to do with europe. i think it mostly has to do with the sharp deceleration in chinese construction activity. i don't think we're going to see any sign of a major improvement there until early next year. right now, we have
that zell made some good points. whoever the government is that made it so hard to buy also made it easy to buy. >> the banks are doing it on their own. five, six years they were willing to lend to anyone. >> sorry. >> go ahead. >> that was pointed out by the citi note that underwriters are much tighter these days. so the risk is we have all the starts and the home builders are doing well but they will reach the point where the buyers can't get the credit they need and demand is gone. >> that's why when the toll brothers made it, they were in the process. it is one of those things, why aren't more people using the money and bernanke -- go buy a house, chairman. chairman bernanke, go buy an apartment for rental. what you'll see is unless you pay in cash or cut out the banks entirely and that hurts the rate of return, unless you're paying crash you'll tie yourself up for a really long time. evil gains are feeding into things. i do need to modulate here in the risk of the parts of corporations and the banks doing a 180. this is trauma from the financial corporation, which is okay. you want
Search Results 0 to 5 of about 6